Estimate of Costs for Client Services
W
Description
An excel spreadsheet to estimate the number of hours on a project and the cost of these services to the client. This is a document that the consultant gives the client. Excel automatically adds up the hours and multiples the hours by the hourly rate.
Shared by: JKMarketingAndEvents
Categories
-
Stats
- views:
- 293
- posted:
- 11/15/2010
- language:
- English
- pages:
- 2
Document Sample


Insert your Company Logo Here
Estimate Provided for:
[Insert Client Company Name] Estimate
Insert Client Name and Title]
Program: Date of Event Estimate Provided On:
[Insert Event Name] [Insert Date of Event] [Insert Delivery Date]
Estimated Hours
Category Activity Description Estimated Hours Comments
Estimated Project Management Hours
Event Pre Planning Meeting: Initial December '07 review with [Insert
Client Company Name] Staff, review 2007 plans and 2008 remaining
Pre Production event needs, budget & vendor requirements. 3.00
Project Preperations: Pre-planning revisions, Develop event Project
Log/Brief (tracking), develop event deliverables, timelines, and due date
Production/Prep for ALL ASPECTS of Program. Budget Updates are available. 3.00
Project Management: Manage process and project logs (ongoing),
support staff in process, tasks as assigned. Maintain production log
Project (tasks to complete) and updates. Provide regular reports to [Insert
Management Client Name and Title]. 10.00
8 Scheduled Committee
meetings; Estimated 1.5
Committee Support: Attend committee meetings, develop and provide hours per meeting (12)
committee agendas (initial roster), track committee progress, follow up agenda prep (8)
Committee with committee members as necessary. Additional committee related committee follow up on
Management tasks as assigned. 32.00 deliverables (12)
Event Plan: Provide event summary and event plan including calendar
with timeline and identify key deliverable dates/deadlines. Provide
specific overview of deliverables listed with tasks included. Draft and
Event Plan Final version (post 1st committee meeting revisions). 3.00
Sponsorship and Advertising Support: Provide Sponsorship Package
draft to Director of Development, provide consolidated [Insert Event
Name] historic solicitation and sponsors/advertisers. 2.00
All Deliverables will be provided to [Insert Client Name and Title, Insert other
NOTE* persons]
Estimated Project Management Hours Subtotal: 53.00
Additional Available Services
Below hours are not included in Initial Production Hours Estimate or Deposit, if these
services are retained a revised estimate will be provided
Vendor Management: Identify/Contact vendors, obtain bids, place orders
and conduct follow up, verify shipment dates, orders, and obtain costs for
budget. Day prior to event call and confirm deliveries, and vendor
fullfillment. Manage approval process for printed materials with logos,
signage, and set up. Provide Check Log for payment processing. TBD
On Site Support: Manage ALL day of event needs, volunteers, set-up,
manage program timline and troubleshooting. 10.00
Marketing Oversight: Invitations, guest gifts, awards, event signage and
related materials. 6.00
Event Scripting: Drafts and Revisions, Inquiries 2.00
Sponsorship fulfillment: Develop sponsor Thank You letter, Provide
contact list & fulfillment report in order for staff to mail program books,
letters and all follow up post program. 3.00
Program Book Development: Ad Consolidation/Listing,
Sponsor/Advertiser Management, Manage Layouts and Revisions
process, Internal Reviews, Inquiries and Final Sign-off's. 5.00
Estimated Additional Available Services Hours Subtotal: TBD
Hourly Rate: $75.00 [Insert your hourly rate]
Estimated Production Hours: 53.00
Estimated Production Hours Amount: $3,975.00
Waive Initial Deposit, Existing Client $ -
Initial 25% deposit is credited towards hours worked on project. Invoices submitted will show initial
deposit and the hours deducted. Payable billings will begin once the initial deposit is exhausted.
By signing below, you are accepting this estimate, and are authorizing
[Insert your company name] to begin work on your program as itemized above.
Client Signature: Date:
Thank you for the opportunity to do business together!
[Insert your company name, company address, company City, St. Zip Code, Company Phone Number and Email Address]
Get documents about "